Is Dutch Bros the Next Big Brew? A Young Investor's $287K Success Story
@Shernice軒嬣 2000 has made waves in this column for the third time— with her wins on $Reddit(RDDT)$ and $Upstart Holdings, Inc.(UPST)$, and now with her latest success! 🚀
📈 In November alone, these three trades have brought in a whopping $287,451 in cumulative profits.
This time, she’s back with another jaw-dropping triumph: a $51,379 profit on her $Dutch Bros Inc.(BROS)$ call options. Curious about how she pulled it off? Let’s dive into the details!
🎉 Huge congrats to @Shernice軒嬣 2000 for this incredible win! 🎉
We will invite @Shernice軒嬣 2000 for an official Tiger Community interview to uncover her strategies and thought process behind these stellar trades. And let’s be real—who wouldn’t want to know her secrets?
Want to see this interview happen? Drop a comment below to show your support! Don’t forget to follow her for more brilliant insights in the future.
💡 Shernice’s Insights on Dutch Bros
Dutch Bros is gaining popularity in the US, with long queues at its drive-thru stalls. It's revenue is growing at 30% annually. It offers the option to customize sugar levels, a feature not available at Starbucks.
This aligns well with RFK, the future head of the Department of Health and Human Services, who advocates for healthy food and opposes junk food, making Dutch Bros a potential complement to his policies. Furthermore, Dutch Bros' drive-thru model provides a competitive edge by eliminating the need for table turnover, resulting in lower rental and staffing costs compared to Starbucks cafés.
👀 Q&A Highlights from Shernice’s comments:
Q: What’s in Dutch Bros that interests you?
A: It's the American Kopitiam or American luckin coffee growing at 30% rate.
Q: How many lots did you trade?
A: 143 lots.
Q: Do you usually trade large quantities of calls?
A: Huge Qty might trigger manipulation. To avoid market-maker manipulation, I usually start with a small position and gradually add on to it.
📊 Dutch Bros in Numbers
Stock performance: +64% YTD, with a 30% surge after its latest earnings report. (Starbucks? Just +6% YTD.)
Store count: Under 1,000 stores (one-third franchised), compared to Starbucks’ nearly 40,000 global locations.
Q3 highlights: Revenue up 28% YoY to $338.2 million, exceeding Wall Street’s expectations of $325 million.
Despite its strengths, same-store sales growth slowed to 2.7% due to prior price hikes.
☕ What’s Your Take?
Do you think Dutch Bros can keep climbing?
Or do you have another favorite in the Consumer Discretionary sector?
Share your thoughts below! 👇
🎁Rewards：
Feel free to share your ideas or opinions in the comment section to win Tiger Coins!
Large or high-win-rate positions also stand a chance to win stock vouchers and official interview invitations! Let's uncover who the guru is!
If you've achieved profits from other potential stocks we don’t know, kindly share your trading strategies in your post, and remember to include the topic "Winning Trades". Hope you'll be the next one to make it onto the leaderboard~
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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Congratulations!👏 @Shernice軒嬣 2000 Respect hahaha
Wow! Amazing profit… These three trades are all buying calls. Any tips?
Great analysis of Dutch Bros’ growth potential. Would love to see more tips on how scales positions!